JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,134 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,717 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,134
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.12%
Holding in Top 10
667
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-6.45%
% of All Funds
9.7%
New
201
Increased
1,717
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$858M
2
UBS AM
UBS AM
Illinois
+$640M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$558M
5
BlackRock
BlackRock
New York
+$519M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.34B
2
GA
Greenhaven Associates
New York
-$934M
3
DZ Bank
DZ Bank
Germany
-$926M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$622M
5
Citadel Advisors
Citadel Advisors
Florida
-$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
3626
Core Wealth Advisors
Florida
$374K +$21.8K +108 +6%
HWM
3627
HFR Wealth Management
New York
$373K – – –
DWM
3628
Denver Wealth Management
Colorado
$372K -$9.3K -46 -2%
DWS
3629
Dynamic Wealth Strategies
California
$372K -$12.3K -61 -3%
SC
3630
Schiavi & Co
Delaware
$371K -$2.83K -14 -0.8%
SSW
3631
Smith Shellnut Wilson
Mississippi
$371K – – –
CCM
3632
Chickasaw Capital Management
Tennessee
$369K – – –
SC
3633
Sykon Capital
New York
$368K -$50.6K -250 -12%
RIM
3634
Rockbridge Investment Management
New York
$368K +$19.6K +97 +6%
PAG
3635
Private Advisory Group
Washington
$367K +$157K +777 +75%
TCM
3636
Tang Capital Management
California
$366K +$366K +1,811 New
OWMIAS
3637
One Wealth Management Investment & Advisory Services
Florida
$366K -$1.42K -7 -0.4%
SA
3638
Skyline Advisors
Washington
$365K -$50.6K -250 -12%
LD
3639
Lipe & Dalton
New York
$364K – – –
TCMP
3640
Thrive Capital Management (Pennsylvania)
Pennsylvania
$364K +$39.9K +197 +12%
AL
3641
ADE LLC
Maryland
$363K +$21.2K +105 +6%
SCM
3642
Sage Capital Management
New Jersey
$363K +$1.62K +8 +0.4%
WLIM
3643
White Lighthouse Investment Management
Massachusetts
$361K +$82.7K +409 +30%
MC
3644
McCarthy & Cox
Ohio
$361K +$8.5K +42 +2%
RBC
3645
Roble Belko & Company
Pennsylvania
$361K – – –
AIFAIM
3646
American Institute for Advanced Investment Management
Arizona
$360K – – –
VBWMG
3647
Von Berge Wealth Management Group
California
$360K – – –
WFS
3648
Widmann Financial Services
Maryland
$359K – – –
APWM
3649
Argonautica Private Wealth Management
Massachusetts
$359K – – –
CYG
3650
Clean Yield Group
Vermont
$359K +$11.1K +55 +3%
144 145
146
147 148